At a Glance
- Tasks: Support advisers and mentor junior paraplanners in creating top-notch financial plans.
- Company: Respected wealth management practice in Woking with a strong reputation.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Hands-on role in a dynamic office setting with growth opportunities.
- Why this job: Shape high-quality financial planning and make a real difference for clients.
- Qualifications: Minimum five years' paraplanning experience and Level 4 Diploma required.
The predicted salary is between 55000 - 70000 £ per year.
Max Ad Fixed Fee Recruitment is seeking an experienced Senior Paraplanner for a respected wealth management practice in Woking.
You'll support advisers, mentor junior paraplanners and help shape high-quality financial planning for clients.
This hands-on, office-based role focuses on technical paraplanning, preparing suitability reports, cashflow models, and regulatory compliant documentation.
The successful candidate will have at least five years' paraplanning experience and a Level 4 Diploma in
#J-18808-Ljbffr
Contact Details:
MaxAd Fixed Fee Recruitment Recruitment Team
We think you need these skills to ace Senior Paraplanner: Technical Expert in Wealth Planning in Woking
Technical Paraplanning
Suitability Reports Preparation
Cashflow Modelling
Regulatory Compliance
Mentoring Skills
Financial Planning
Wealth Management Knowledge
